Report
Brian Colello
EUR 100.00 For Business Accounts Only

Skyworks, Qorvo, and Murata Manufacturing Appear Undervalued and Poised to Capitalize on 5G

Radio frequency, or RF, chipmakers have prospered in recent years due to increased complexity, integration, and filtering needs associated with 4G LTE networks and devices. As 5G networks are nearly upon us, we foresee an even greater need for RF content and design expertise to address new spectrum bands and technologies. In our view, 5G should prevent commoditization in the RF space and allow each chipmaker to provide unique solutions that will prevent device makers from playing off each other ...
Underlying
Qorvo Inc.

Qorvo is a holding company. Through its subsidiaries, the company designs, develops, manufactures and markets its products to U.S. and international original equipment manufacturers and original design manufacturers in two operating segments: Mobile Products, which is a supplier of cellular radio frequency (RF) and Wi-Fi solutions for mobile devices, including smartphones, wearables, laptops, tablets and cellular-based applications for the Internet of Things (IoT); and Infrastructure and Defense Products, which is a supplier of RF and system-on-a-chip solutions for cellular base stations and other wireless communications infrastructure, defense, smart home, automotive and other IoT applications.

Provider
Morningstar
Morningstar

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.

Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.

We have operations in 27 countries.

Analysts
Brian Colello

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